Cloud tech firm Actua will acquire an approximately 97% primary equity interest.
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
Deal with the NFL franchise enhances the cachet of the fast-growing online advice upstart.
Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.
When you put together your 2015 technology budget, be sure there's a line item in there for training.
A snapshot of tech spending and usage at IBDs
Technology is often meant to improve efficiency, but see how one firm's focus on improving its tech has also improved client service.
Many value and dividend index funds make a big bet on tech giant's “smartwatch”
More and more traffic to your website is coming from mobile devices
Though advisers aren't necessarily cybersecurity experts, they can help prevent clients from becoming victims.
If done in steps, going paperless can be relatively pain-free.
It's easier to sell an existing client a new product or service than it is to gain a new client.
Customer relationship management systems can be extremely valuable ... if you put them to use.
A simple web search will reveal a lot about you, so take care to keep a positive profile.
Apple's unveiling of new technology and services is met with a mixed response from financial advisers.
